Crypto Morning Report: Cryptocurrencies, U.S. Stocks, and Precious Metals Fall Across the Board; Trump to Announce New Fed Chair Tonight

marsbit2026-01-30 tarihinde yayınlandı2026-01-30 tarihinde güncellendi

Özet

Crypto, U.S. stocks, and precious metals experienced a broad decline. Bitcoin fell below $84,000, while Ethereum dropped under $2,800. Key U.S. economic data showed higher-than-expected initial jobless claims. Meanwhile, progress was reported in U.S. Senate negotiations to avoid a government shutdown. In regulatory news, the SEC Chair suggested it may be time to allow cryptocurrencies into 401(k) retirement accounts. Several major firms made significant moves: BitMine staked an additional 314,496 ETH, ALT5 Sigma approved a $100M stock buyback, and crypto custodian Copper is reportedly exploring an IPO with major banks involved. Talos, a crypto trading software provider, raised $45M with participation from Robinhood and a16z. Metaplanet announced plans to raise approximately $135M primarily to increase Bitcoin holdings, while OSL Group completed a $200M equity financing to expand its global stablecoin and payment services. The article also includes recommended reads covering topics such as criticism against Binance's CZ, Ledger's security issues ahead of its IPO, the 2026 wave of crypto company public listings, and an analysis of privacy in the age of AI featuring Zcash's founder.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

BTC Fell Below $84,000 This Morning, ETH Dropped Below $2,800

HTX market data shows that BTC fell below $84,000 this morning and is currently trading at $84,520; ETH dropped below $2,800 and is now at $2,813.

U.S. Initial Jobless Claims for the Week Ending January 24: 209,000, Expected 205,000

According to Jinshi Data, U.S. initial jobless claims for the week ending January 24 were 209,000, compared to an expectation of 205,000. The previous figure was revised from 200,000 to 210,000.

U.S. Senate Republican Leader: Closer to Reaching a Deal to Avoid Government Shutdown

As reported by Jinshi Data, U.S. Senate Republican Leader Thune stated that they are closer to reaching a deal to avoid a government shutdown. Under the latest agreement, the Department of Homeland Security will receive temporary funding.

SEC Chair: Now Is the Right Time to Allow Cryptocurrencies into 401k Retirement Accounts

According to Crypto Rover, U.S. Securities and Exchange Commission (SEC) Chair Paul Atkins said, "Now is the right time to allow cryptocurrencies into 401k retirement accounts."

Moonbirds: BIRB Claim Now Open

As per an official announcement, Moonbirds has announced that the BIRB token claim and Nesting 2.0 are now live.

BitMine Stakes Another 314,496 ETH, Valued at $887 Million

According to on-chain analyst Onchain Lens (@OnchainLens), the largest Ethereum holding institution, BitMine, has staked an additional 314,496 ETH, worth $887 million.

BitMine's total staking amount has risen to 2,831,392 ETH, valued at $7.98 billion.

ALT5 Sigma Board Approves Up to $100 Million Stock Buyback Plan and WLFI Accumulation Plan

As reported by Businesswire, the board of NASDAQ-listed WLFI treasury company ALT5 Sigma (NASDAQ: ALTS) has authorized a stock buyback plan of up to $100 million, with repurchase prices below net asset value, allowing the buyback of up to 50 million shares, representing about 40% of outstanding shares. The board also approved increasing holdings of $WLFI tokens. The company currently holds approximately 7.3 billion $WLFI tokens, worth about $1.5 billion.

ALT5 CEO Tony Isaac stated that the company will continue to expand USD1-related integrations to increase corporate utility, trading volume, and long-term revenue opportunities.

Crypto Custody Provider Copper in Talks for IPO; Goldman Sachs, Citi, and Deutsche Bank May Participate

According to CoinDesk, cryptocurrency custody service provider Copper is in preliminary talks for a potential public listing. Insiders revealed that Goldman Sachs, Citi, and Deutsche Bank may be involved in the listing process, with the final decision depending on the company's recent revenue performance.

It is reported that Copper provides institutional-grade crypto infrastructure based on Multi-Party Computation (MPC) technology, including custody, settlement, and prime brokerage services, aiming to reduce counterparty risk for banks and trading firms.

Crypto Trading Software Provider Talos Raises $45 Million; Robinhood, a16z, Among Participants

According to CoinDesk, Robinhood participated in the extended Series B funding round for crypto trading platform Talos, valuing the company at approximately $1.5 billion. This funding round totaled $45 million, with new strategic investors including Sony Innovation Fund, IMC, QCP, and Karatage, alongside returning investors such as a16z crypto, BNY, and Fidelity Investments.

Johann Kerbrat, Senior Vice President and General Manager of Robinhood Crypto, stated that Talos's flexibility and rapid adaptability will help Robinhood deepen liquidity and provide more advanced features for crypto customers.

Metaplanet Announces Plan to Raise Approximately $135 Million, Primarily to Increase Bitcoin Holdings and Invest in Bitcoin Yield Businesses

According to an official announcement, Metaplanet's board has resolved to issue common stock and the 25th series share subscription rights through a third-party placement, planning to raise a total of approximately $135 million.

Metaplanet stated that the proceeds will be primarily used to increase Bitcoin holdings and invest in Bitcoin yield businesses, while also repaying part of the credit line borrowings. The company held 35,102 Bitcoins as of the end of 2025.

OSL Group Completes $200 Million Equity Financing to Accelerate Global Stablecoin and Payment Business Expansion

As reported by PRNewswire, Hong Kong-listed stablecoin trading and payment platform OSL Group (863.HK) announced the completion of a $200 million (approximately HK$1.56 billion) equity financing. According to the plan, the net proceeds will be used for strategic acquisitions, expanding global payment and stablecoin businesses, product and technology infrastructure development, and general working capital.

In 2025, OSL Group made significant progress in developing a compliant stablecoin trading and payment ecosystem, including the acquisition of Web3 payment service provider Banxa, the launch of B2B payment solution OSL BizPay for corporate clients, and the issuance of compliant USD stablecoin USDGO.

Market Dynamics

Recommended Reading

When CZ Was Collectively Criticized

This article discusses the controversies and criticisms surrounding Binance founder Changpeng Zhao (CZ) and his exchange during the bear market, particularly focusing on the flash crash event on October 10, 2022, and the listing issues of Binance's Alpha project. It analyzes the background of these criticisms, market sentiment, and the impact on CZ personally and on Binance.

Ledger IPO: A Dark Comedy About 'Security'

This article focuses on the security issues, data breaches, and the upcoming IPO background of cryptocurrency hardware wallet company Ledger. Despite the company's core selling point being "security," multiple major security vulnerabilities and the resulting trust crisis have had a profound impact on its users and brand. However, thanks to its leading position in the crypto wallet market and industry trends, Ledger has still garnered favor from the capital market.

2026: The Upcoming IPOs of Crypto Companies

This article discusses how 2026 will witness a wave of IPOs in the crypto industry, with multiple crypto companies planning to go public, including leading enterprises in exchanges, wallets, custody, and security auditing. The article provides a detailed analysis of these companies' valuations, business models, and listing plans, and explores the challenges crypto companies face in establishing themselves in the public market.

January 29 Market Summary: Fed Holds Rates Steady as Expected; Storage Sector Continues Bull Run

This article analyzes current market dynamics, including the Fed's interest rate policy, stock and precious metal trends, as well as the volatility and divergence in the cryptocurrency market. The Fed kept rates unchanged, indicating that monetary policy has entered a wait-and-see phase while facing political pressure. The storage sector remains strong due to AI demand, but excessive gains may face a pullback. Precious metals like gold and silver have performed well recently, but speculative risks are increasing. The cryptocurrency market shows divergence, with Bitcoin and Ethereum fluctuating, while some tokens like HYPE have seen significant gains. The overall market is significantly influenced by political uncertainty and AI investment returns.

Zcash Founder on Privacy, Artificial Intelligence, and How ZEC Can Become the 'Crypto Bitcoin'

This article explores the current state and future of cryptocurrency and privacy, through an interview with Zcash founder Zuko, analyzing privacy technology, user experience, governance mechanisms, and privacy challenges in the AI era. The article emphasizes that privacy is an indispensable survival tool in the digital age and introduces the new concept of "static value privacy."

İlgili Sorular

QWhat were the key cryptocurrency price movements mentioned in the article?

ABTC dropped below $84,000 and was trading at $84,520, while ETH fell below $2,800 and was trading at $2,813.

QWhat significant announcement did the SEC Chairman make regarding retirement accounts?

ASEC Chairman Paul Atkins stated that it is the right time to allow cryptocurrencies into 401k retirement accounts.

QWhich company announced a major stock buyback plan and an intention to increase its holdings of WLFI tokens?

AALT5 Sigma (Nasdaq: ALTS) approved a stock buyback plan of up to $100 million and a plan to increase its holdings of WLFI tokens.

QWhat was the purpose of the $2 billion equity financing completed by OSL Group?

AThe net proceeds are intended for strategic acquisitions, expanding global payment and stablecoin businesses, product and technology infrastructure development, and general working capital.

QHow much Bitcoin does Metaplanet plan to acquire with its new funding round?

AMetaplanet announced a funding round of approximately $135 million, with the proceeds to be used primarily to increase its Bitcoin holdings. The company already held 35,102 BTC as of the end of 2025.

İlgili Okumalar

Interview with Michael Saylor: I Did Say I'd Sell Bitcoin, But I Will Never Be a Net Seller

**Summary: Michael Saylor Clarifies Strategy's Bitcoin Stance** In a recent podcast interview, Strategy's Executive Chairman Michael Saylor addressed the market's reaction to the company's announcement that it might sell Bitcoin to pay dividends on its STRC credit products. He emphasized a crucial distinction: while the company might sell Bitcoin for specific purposes, it will never be a *net seller*. Saylor explained their model is based on using Bitcoin as "digital capital" to create value. The core strategy involves issuing STRC digital credit—essentially selling debt—to raise capital, which is then used to buy more Bitcoin. He estimates Bitcoin appreciates at roughly 40% annually. A small portion of these capital gains (e.g., ~2.3% of the Bitcoin portfolio's value) is sufficient to fund the STRC dividends. Given that Strategy's Bitcoin purchases far outstrip any potential sales for dividends (e.g., buying $3.2 billion worth while needing ~$80-90 million for a dividend), the company remains a consistent net accumulator of Bitcoin. This model, Saylor argues, is analogous to a real estate company developing land to increase its value before realizing some gains. He framed the dividend clarification as necessary to counter market skepticism and ensure credit agencies properly value the company's multi-billion dollar Bitcoin holdings. Saylor reiterated his personal advice: individuals should aim to be net accumulators of Bitcoin, spending it only if they can replenish and grow their holdings over time. Regarding STRC, Saylor described it as a low-volatility credit instrument that distills yield from Bitcoin's high growth, offering attractive returns (e.g., ~11-12% yield) for risk-averse investors. He noted that Strategy's STRC issuance now constitutes about 60% of the U.S. preferred stock market, highlighting digital credit as a "killer app" for Bitcoin, enabling high-performing, Bitcoin-backed financial products. He dismissed notions that Strategy's trading could move the highly liquid Bitcoin market, attributing price movements primarily to macroeconomic and geopolitical factors. Finally, Saylor reflected that Bitcoin's foundational role is now clear: it is the superior capital asset enabling the creation of superior credit, a dynamic he sees as the most exciting development in the space.

marsbit4 dk önce

Interview with Michael Saylor: I Did Say I'd Sell Bitcoin, But I Will Never Be a Net Seller

marsbit4 dk önce

380,000 Apps Exposed, 2,000+ Apps Leaked Secrets: AI Programming Turns 'Intranet' into Public Internet

Israeli cybersecurity firm RedAccess uncovered a severe data exposure trend linked to "vibe coding" or AI-powered software development tools. Their research found approximately 38,000 publicly accessible web applications built with platforms like Lovable, Base44, Netlify, and Replit. Of these, an estimated 2,000 apps exposed sensitive corporate and personal data, including medical records, financial information, internal strategic documents, and customer chat logs. In some cases, access even granted administrative privileges. The core issue stems from default privacy settings that make applications public by default, combined with a lack of built-in security controls (like authentication) in the AI-generated code. This allows employees without security expertise—"citizen developers"—to easily create and deploy applications that bypass standard corporate security reviews. The exposed apps, often indexed by search engines, are trivially discoverable. While some platform providers (Replit, Lovable, Wix/Base44) argue that security configuration is the user's responsibility and question the validity of some findings, security researchers confirm the widespread reality of such exposures. This pattern, also noted in prior studies, highlights a critical security gap as AI democratizes app creation, potentially leading to massive, unintentional data leaks.

marsbit1 saat önce

380,000 Apps Exposed, 2,000+ Apps Leaked Secrets: AI Programming Turns 'Intranet' into Public Internet

marsbit1 saat önce

Attracting Global Capital, Asia's New 'Super Cycle' Is Unfolding

Investors are turning to Asia as the next frontier for global equity growth, with a new "super cycle" unfolding across the region. Driven by the AI revolution, Asian markets, particularly South Korea, have seen significant rallies. According to Morgan Stanley analysis, the underlying drivers of Asia's industrial cycle are shifting from traditional sectors like real estate and manufacturing to massive investments in AI infrastructure, energy security and transition, and supply chain resilience. Fixed asset investment in Asia is projected to grow from around $11 trillion in 2025 to $16 trillion by 2030, with a 7% annual growth rate from 2026-2030. The AI wave is a primary catalyst, driving immense capital expenditure for chips, servers, data centers, and power systems. Asia is central to this hardware supply chain. In China, AI investment is focused on building a full-system domestic capability, with the local AI chip market potentially reaching $86 billion by 2030. Beyond AI, China's export story is expanding from EVs and batteries to robotics. The country already captures about half of new global industrial robot demand and over 90% of humanoid robot shipments. This growth phase mirrors the early stages of China's EV export boom. Simultaneously, energy security investments, spurred by AI's massive power needs, are rising, with China benefiting from its leadership in solar, batteries, and EVs. Regional defense spending is also increasing structurally, supporting demand for advanced manufacturing. The main beneficiaries are China, South Korea, and Japan, positioned in core supply chain areas. However, risks remain, including potential overcapacity, profit margin pressures from competition, persistent technological restrictions, geopolitical friction, and workforce displacement due to AI-driven automation. Market volatility is also expected to increase as investor expectations diverge on the realization of these capital investment and export themes.

marsbit1 saat önce

Attracting Global Capital, Asia's New 'Super Cycle' Is Unfolding

marsbit1 saat önce

OpenAI's Largest Internal Wealth Creation: 600 Individuals Cash Out $6.6 Billion Combined, 75 Take the Full $30 Million Cap

OpenAI conducted its largest-ever internal stock sale in October, allowing over 600 current and former employees to collectively cash out approximately $6.6 billion. About 75 individuals sold the maximum allowed amount of $30 million per person, a limit tripled from $10 million due to high investor demand. The tender offer was based on a $500 billion company valuation. President Greg Brockman confirmed in court that his OpenAI stake is worth around $30 billion. Employees collectively own about 26% of the company, with average paper wealth per employee around $1 billion, far exceeding pre-IPO norms at other major tech firms. Following a recent funding round at an $852 billion valuation and with monthly revenue reaching $2 billion, OpenAI is reportedly preparing for a potential trillion-dollar IPO in late 2026.

marsbit1 saat önce

OpenAI's Largest Internal Wealth Creation: 600 Individuals Cash Out $6.6 Billion Combined, 75 Take the Full $30 Million Cap

marsbit1 saat önce

Japan's Bond Market to Go Fully 'On-Chain'

The article details Japan's urgent move to tokenize its Government Bonds (JGBs) on the blockchain, specifically via the Canton Network, in a landmark 2026 proof-of-concept. With over $9 trillion in circulation, JGBs are a cornerstone of Asian institutional collateral, but their legacy settlement system is slow and limited to Tokyo business hours. This inefficiency risks JGBs losing their premier status to faster, 24/7 tokenized U.S. Treasuries, already being settled on Canton by giants like DTCC and JPMorgan. Canton Network was chosen for its unique architecture, enabling atomic, real-time settlements while ensuring strict data privacy and legal compliance—critical for sovereign debt. The shift to "always-on" collateral promises transformative benefits: reducing forced asset sales during market stress by allowing direct collateral posting, eliminating settlement risk in repo transactions, and integrating tokenized commercial bank deposits for institutional-grade cash settlement. This convergence of major sovereign bonds (U.S., Japanese, European) on Canton positions it as a potential new global financial rail, akin to SWIFT for collateral movement. The article frames this as a profound efficiency upgrade within the existing financial system, empowering traditional institutions with superior infrastructure rather than displacing them.

marsbit2 saat önce

Japan's Bond Market to Go Fully 'On-Chain'

marsbit2 saat önce

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